For solo HVAC techs
HVAC software for the one-truck shop, not the 20-tech board
Diagnostic, parts, and labor on one estimate. Signed before you pull the capacitor. Invoiced before you leave the driveway. $15/month.
Start 7-day free trialNo credit card required. $15/month after the trial. One user.
ServiceTitan and the big HVAC platforms assume a call center, memberships, and a dispatch wall. A solo tech still does the same customer-facing loop: show up, diagnose, quote the repair, get a yes, replace the part, get paid. FieldService is that loop. The homepage already uses a sample HVAC shop because that is the job we designed the documents around.
The diagnostic is wasted if the quote is a number in the air.
You tell them $240 for the capacitor plus the visit. They say they need to ask their spouse. You leave. Two days later nobody signed anything and you are not sure they still want the coil clean you recommended.
The other failure: you did the work, they said they would Zelle, and now the job is a story you tell at the supply house. An invoice with a card link is boring. Boring is how one-truck HVAC stays paid.
- → Estimates that separate diagnostic, parts, and labor.
- → A signature (or a clear decline) instead of a maybe on the porch.
- → The unit’s history on the customer the next time the same house no-cools.
Ridgeway HVAC
Estimate #1047
Maria Chen · 418 Oak St · Ridgeway, OH
| Diagnostic visit | $89.00 |
| Capacitor replacement | $240.00 |
| Coil clean + recharge | $1,420.00 |
Total $1,749.00
Same sample shop as the FieldService homepage.
How a no-cool call becomes a paid invoice
Step 1
Request in
Website form for “AC not cooling,” or you create the customer when they call. Property address lives on the record.
Step 2
Estimate on site
Diagnostic visit, capacitor, coil clean — line items from your services list. They sign on the phone in the driveway.
Step 3
Job checklist
Confirm part, recover if needed, install, test cooling. The job is the work order you wish you were not rewriting in Notes.
Step 4
Invoice before you roll
Same lines as the signed estimate. Card on the link or record the check.
HVAC lines that should not be a verbal quote
Diagnostic
A priced visit, not a free conversation that turns into a free repair.
Parts + labor
Separate rows so the homeowner sees why the number moved.
Maintenance
Seasonal tune-ups as estimates you reuse, not a membership platform.
Changeouts
A real document for the high-ticket yes. We are not a load-calc tool.
Equipment notes
What you replaced last visit belongs on the customer, not in the truck glovebox.
After-hours
Price it as a line so the invoice matches what you said at 9pm.
What a solo HVAC tech actually gets
This is
- → The quote → invoice loop the homepage shows with HVAC sample data.
- → Customer history for the next no-cool at the same address.
- → Notifications when they view or sign the estimate.
- → $15/month, one user.
This is not
Named so you do not bounce later
- – A dispatch board, on-call rotation, or membership/club program.
- – Flat-rate book integration or OEM parts catalogs.
- – Two-way SMS with the homeowner.
- – Multi-tech GPS and time tracking.
ServiceTitan is not the alternative. Jobber might be.
If you are comparing ServiceTitan, you are not this page’s buyer. Jobber and Housecall Pro are the usual next step up from a notebook: more scheduling, SMS, reviews, and a higher bill. FieldService is $15 and documents. We do not beat Jobber on dispatch. We do beat a notebook on “did they sign the coil clean?”
FieldService vs Jobber — the honest comparison for solo operators.
What is HVAC business software?
HVAC software ranges from enterprise platforms (memberships, dispatch, inventory) to simple estimate-and-invoice tools. Search “HVAC software” and you get both. Solo techs usually need the customer, the quote for the repair, the job, and the payment — not a call-center stack. FieldService is the small stack.
Questions HVAC technicians ask
Is FieldService HVAC-specific?
No. It is field service software. HVAC is a first-class workflow on the marketing site because the documents match diagnostic + parts + labor jobs.
Can I quote a repair in the driveway?
Yes. Build the estimate, send or open the link, get a signature on their phone. Then convert to a job and invoice.
Do you have a dispatch board for techs?
No. Jobs have status, property, and a checklist. There is no board, routing, or GPS. Basic is one user.
Can I keep equipment history?
On the customer: notes, past estimates, jobs, and invoices. There is no separate equipment asset module.
How do you compare to Jobber for HVAC?
Jobber is more scheduling and communication. We are $15 and quote → invoice. Full comparison on the vs Jobber page.
What does it cost?
$15/month after a 7-day trial with no credit card.
Related trades
Same product. Different job. Linked so these pages are not orphans.
Try it on a real HVAC job this week
Seven days. No credit card. If quote → invoice is enough, it is $15 a month.
Start 7-day free trialNo invented testimonials. Feature claims match what FieldService ships today. Jobber, QuoteIQ, PaintScout, Housecall Pro, and ServiceTitan are trademarks of their owners.